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A Preview of Prudential’s Drop Ticket NR-14D212001 Ed. 5/2014 Exp. 05/01/20161.

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Presentation on theme: "A Preview of Prudential’s Drop Ticket NR-14D212001 Ed. 5/2014 Exp. 05/01/20161."— Presentation transcript:

1 A Preview of Prudential’s Drop Ticket NR-14D212001 Ed. 5/2014 Exp. 05/01/20161

2 Enter basic proposed insured data Select State, Term Product and Fast App 10/23/20122

3 Review Pre- Qualification criteria 10/23/20123

4 jtudor@gmail.com 10/23/20124 Complete all gold fields to be IN GOOD ORDER Include Proposed Insured’s email, if available. Important Tele-Interview documents will be sent.

5 10/23/20125

6 6

7 7

8 8

9 9

10 10

11 10/23/201211

12 Need Producer’s full SSN for licensing process 10/23/201212

13 Producer reads, attests to these statements and locks the case 10/23/201213

14 Producer is allowing EMSI to esign all Producer signature documents based on this data 10/23/201214

15 10/23/201215

16 Email GA Case Manager receives when a Producer submits a case for a go/no-go approval process 10/23/201216

17 Case Manager Sign-In Screen to review the Fast App 10/23/201217

18 GA Case Manager iGO Screen to approve the Fast App 10/23/201218

19 Email alert to Producer when Case Manager has accessed the Fast App for review 10/23/201219

20 Email alert to Producer advising that the Fast App was approved by Case Manager 10/23/201220

21 Email to Proposed Insured once Case Manager approves Fast App – provides important documents needed for Tele-Interview 10/23/201221


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